GoKawiilOpinions expressed by Entrepreneur contributors are their own.
Listen to this post
Key Takeaways Strategic planning is the critical first phase of implementing a new CRM. This is the groundwork for your success.
Buying the right CRM for your team is the decision that either creates long-term value or drains your resources.
Implementing a clear MVP sets the foundation for lasting success with your CRM technology.
Most CRM implementation projects fail before they start. Why? Because the company and its decision makers skip right to the third phase of effective technology implementation. In doing so, they bypass the necessary strategic rigor that would give them the groundwork for lasting success.
How do these bad decisions typically start and cascade into failure?
They usually follow this pattern:
The team collectively or unilaterally realizes they need a CRM, either their first CRM or one with better capabilities.
An executive reaches out to a few friends in their network, asking, “What CRM do you use?”
... continue reading